Financial Planning & Investment Management

About

Put Donna Chaney’s education, experience, and credentials to work for you.

Donna is required to act in your best interest above all else, something not every financial advisor is not obligated to do. That’s because she is a Personal Financial Specialist (CPA/PFS) and owner of Chaney Financial Services, Inc., a Registered Investment Advisor (RIA).

Donna is held to a fiduciary standard of conduct requiring her to act in your best interest, above all else. She has no employer or franchise interests to prioritize over or reconcile with yours.

Because Donna is a former auditor, independence is in her blood, so it is also Donna’s professional philosophy.

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This site is only intended for clients and interested investors residing in states and countries in which Donna Chaney/Chaney Financial Services, Inc. is qualified to conduct investment advisory services.

Donna Chaney/Chaney Financial Services, Inc. is a registered investment adviser located in Glendale, California. Donna Chaney/Chaney Financial Services, Inc. may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Donna Chaney/Chaney Financial Services, Inc.'s website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Donna Chaney/Chaney Financial Services, Inc. at 626.768.0080 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Donna Chaney/Chaney Financial Services, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Donna Chaney/Chaney Financial Services, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.